Sales Sources Report: what are my best customer acquisition channels?

Sales Sources Reports are available for plan Starter and above. More info on Sellf Plans are available here.

Want to know what are the most important customer acquisition channels and create more effective sales workflows?

Our Deal Sources field is here to help: as you begin adding deal sources to your Sellf deals, you’ll start to assemble an invaluable data set for tracking where your qualified leads are coming from.

Then, in the Sales Sources Report section in our web app, you will be able to see the team's source distribution across all your pipelines. You can filter by Area and adjust the date range to see how the distribution of your deal sources changes.

You can show or not data with "unknown sources", meaning deals where source was not specified. You can see your data by "Value" or "Count".

The rows beneath the bar graph and pie charts display the breakdown of the Deals from that source in that specified time frame with the total value and the win rate at the end of the row. Remember that each report updates every 30 minutes/ 1hour. Check your Last update date.